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Wealth Management - Portfolio Advisor

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Job type
Permanent
Schedule
Full time
Job Function
Financial and technical expertise
Brand
BNP Paribas Wealth Management
Level of experience
I am an experienced professional
Location
Singapore, Singapore
Apply (REF: 48321704)
Last update 17.01.2025
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The Portfolio Advisor is responsible for:

  1. Providing holistic portfolio advisory services in line with WM investment themes & proper risk management considerations (client suitability, cross-border, market volatility, etc.)
  2. Delivering regular portfolio reviews and investment recommendations to RMs and occasional joint client calls/meetings
  3. Engaging with RMs, internal product teams and other stakeholders to ensure optimal advisory service delivery

Products

Full range of listed and OTC products except Futures contracts and life policies

Obligations and Compliance

  • Follow the general guidelines of the Bank and Management policies
  • Follow the specific guidelines, policies and regulations related to (minimum requirement):
    • Advising on Securities
    • Advising on Forex (non-leveraged and leveraged)
    • Advising on Structured deposits
    • Marketing Collective Investment Scheme
    • Client Suitability
    • Client Selling process
    • Cross border rules
    • Marketing documentation
  • Ensure all investment activities are done accurately and fairly handled and in accordance to regulations & Management policies.
  • Inform and Escalate issues to Management regarding irregularities in all investment activity, including trading and incidents
  • Maintain proper audit trails

Technical & Behavioural Competencies

Essential Technical Knowledge/Skills 

  • Financial market knowledge and product expertise (multi asset class) with experience in various market cycles
  • Principles of portfolio management, portfolio diversification, asset allocation and risk management
  • Ability to review client portfolios, curate solutions, connect well with RMs/clients 
  • Knowledge of Microsoft Excel and Microsoft PowerPoint
  • Working knowledge of regulatory requirements

Other Value-added Competencies

  • Client focused
  • Good communication and presentation skills
  • Analytical skills
  • Organizational skills
  • Creativity & innovation
  • Results-driven

Qualifications and Experience

  • Minimum 5-7 years of relevant financial market and/or investment advisory experience
  • Strong communication skills in English (Mandarin is a plus)
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Why should I apply?

Basically, why would you want to join BNP Paribas over any other company?

BECAUSE YOU'RE THE KIND OF PERSON WHO WANTS...

  • What if we told you that working in our Group isn’t quite what you might think? At BNP Paribas, we do a multitude of different jobs that are constantly evolving to meet the expectations of our clients and society as a whole. Whether through everyday tasks or major projects, doing one of our jobs means making a personal commitment to taking sustainable action.

  • Feeling good about your job means bringing your whole self to work and being who you are. It’s also about having the resources you need to achieve a healthy work-life balance. Both of these are major commitments at BNP Paribas.

  • At BNP Paribas, developing your skills is as important to us as it is to you. And the skills you learn with us will help you through the rest of your working life.

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